SmartPro
Equipment Management System

User Guide for the Equipment Screen

5 min read#143

Explanation of the Equipment screen After logging in to Smart Pro ERP, click the Equipment system in the side menu, then open the "Equipment" screen. After entering all required information, you can click "Save" or "Add" to add the new equipment to the system. Make sure all required fields are entered correctly to ensure data accuracy.

When the record is added successfully, its information will appear in the equipment list and can later be accessed for editing or viewing. The Equipment screen contains the fields and information needed to enter equipment data in the equipment system. To add new equipment, follow these steps:

• Number: Enter the unique equipment number in the system. This number is used to uniquely identify the equipment. • Equipment Name: Enter the name of the equipment or machine. You may have different equipment such as machines, devices, or vehicles, and this field is used to enter the name of each one. • Chassis Number: Enter the chassis or frame number of the equipment. This number is used to uniquely identify the equipment frame and may be important for maintenance and tracking maintenance history and spare parts. • Branch: You may have multiple branches or sites of the company or organization using the system. Enter the name of the branch to which the equipment belongs in this field. • Model: Enter the model or type of the equipment. This helps identify the equipment type and technical specifications. • Meter: Enter the current meter reading of the equipment. This field may be used for equipment that requires usage tracking based on hours or kilometers traveled. • Plate Number: Enter the registration plate or license plate number of the equipment. This number is used to identify and recognize the equipment by plate number. • Current Location: Enter the current location of the equipment. This field can be used to track the equipment location and identify where it is in case there are multiple sites or branches. • Country of Manufacture: Enter the country where the equipment was manufactured. This field reflects the country in which the equipment was made. • Notes: This field is used to add any additional notes or information related to the equipment, such as previous maintenance dates or any other important details. Equipment movement refers to a record documenting the movement of the equipment from one location to another or between different projects.:

• Driver: Enter the name of the driver who operated or drove the equipment during the movement. • Receiving Date: Enter the date the equipment was received from a previous location or project. • Delivery Date: Enter the date the equipment was delivered to the new location or next project. • Location: Enter the new location to which the equipment was moved. • Supervisor: Enter the name of the supervisor or person responsible for managing the equipment movement. • Meter at Receipt Time: Enter the current meter reading of the equipment at the time it was received. • Equipment Status: Enter the status of the equipment after delivery, such as "Ready for Use", "Needs Maintenance", or "Under Repair", and so on. • Attach File: Allows the user to attach any file related to the equipment movement, such as inspection or maintenance reports or any other relevant documents.

Maintenance movement relates to documenting operations related to equipment maintenance.

• Technician: Enter the name of the technician or team responsible for performing maintenance operations on the equipment. • Maintenance Date: Enter the date the maintenance operations were performed on the equipment. • Maintenance Location: Enter the location or center where maintenance operations were carried out on the equipment. • Meter at Maintenance Time: Enter the current meter reading of the equipment at the time maintenance was performed. • Maintenance Parts: Enter the equipment parts that were serviced or replaced during the maintenance process. • Location: Enter the current location of the equipment after maintenance operations are completed. • Notes: This field can be used to add any additional notes or comments regarding the maintenance process or equipment status. • Attach File: Allows the user to attach any files related to the maintenance movement, such as maintenance reports, invoices, or any other relevant documents.

Transport movement relates to documenting the transfer of equipment from a previous location to a new location. • Previous Location: Enter the location where the equipment was before the transfer. • New Location: Enter the new location to which the equipment was transferred. • Transport Date: Enter the date the transfer was performed. • Transport Reason: Enter the reason for the transfer, such as the need for the equipment in another project or a change in equipment usage. • Notes: This field can be used to add any additional notes or comments regarding the transfer or its circumstances. • Attach File: Allows the user to attach any files related to the transport movement, such as inspection reports, authorizations, or any other relevant documents.

Inspection and Visit movement is intended to document visits and inspections performed on equipment. • Technician: Enter the name of the technician or team responsible for the inspection or visit. • Inspection Date: Enter the date of the inspection or visit. • Status: Enter the status of the equipment after inspection or visit, such as "Good", "Needs Maintenance", or "Under Repair", and so on. • Driver: Enter the name of the driver who operated or drove the equipment during the visit or inspection. • Location: Enter the location where the visit or inspection took place. • Notes: This field can be used to add any additional notes or comments regarding the visit or inspection. • Attach File: Allows the user to attach any files related to the visit or inspection movement, such as inspection reports, photos, or any other relevant documents.

Working Hours movement is intended to document the working hours performed by drivers over a specific period. • Driver: Enter the name of the driver working the hours. • Month: Enter the month related to the working hours. • Number of Hours: Enter the number of hours the driver worked during the specified month. • Number of Days: Enter the number of days the driver worked during the month. • Location: Enter the location where the driver worked. • Notes: This field can be used to add any additional notes or comments regarding the working hours. • Attach File: Allows the user to attach any files related to the working-hours movement, such as attendance sheets, reports, or any other relevant documents.

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